Insurance Coordinator at Mercer Advisors executing insurance coverage tasks and managing policies across product lines. Engaging with clients, brokers, and internal departments for policy management and client service.
About the role
- Insurance Advisor focusing on life, disability, and long-term care insurance at a financial firm. Assist clients by building relationships and providing solutions while managing a high-volume book of business.
Responsibilities
- Serve and grow a high-volume book of warm leads—thousands of potential clients ready to engage
- Conduct client-facing sales via Zoom and in-person meetings
- Build and maintain strong relationships with clients and centers of influence
- Learn the firm’s approach through hands-on training, joint client calls, and mentorship (3–6 months)
- Analyze and explain insurance illustrations, quotes, and client solutions
- Transition into fully independent client management and advisory role
Requirements
- 1-3 years of experience in life and/or disability insurance
- Life & Health Insurance License (Required)
- CRM experience (any system; SmartOffice is a plus)
- MUST have experience with high net worth individuals
- Strong interpersonal and communication skills; go-getter personality!
- A process-driven mindset and the ability to manage a large book of business
- Tech skills preferred: MS Suite, Carrier Illustration systems, SmartOffice
Benefits
- generous benefits
- 401K and match with Safe Harbor
- PTO
- sick time
- paid holidays
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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